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Semtech (SMTC) Competitors

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$131.17 -11.26 (-7.91%)
As of 08/28/2026 04:00 PM Eastern

SMTC vs. AEIS, MKSI, MPWR, MTSI, and ANET

Should you buy Semtech stock or one of its competitors? Semtech's main competitors and comparable companies include Advanced Energy Industries (AEIS), MKS (MKSI), Monolithic Power Systems (MPWR), MACOM Technology Solutions (MTSI), and Arista Networks (ANET). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "technology" sector.

How does Semtech compare to Advanced Energy Industries?

Semtech (NASDAQ:SMTC) and Advanced Energy Industries (NASDAQ:AEIS) are both large-cap technology companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, risk, profitability, media sentiment, valuation, analyst recommendations, dividends and institutional ownership.

In the previous week, Semtech had 39 more articles in the media than Advanced Energy Industries. MarketBeat recorded 80 mentions for Semtech and 41 mentions for Advanced Energy Industries. Advanced Energy Industries' average media sentiment score of 1.47 beat Semtech's score of 0.85 indicating that Advanced Energy Industries is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Semtech
37 Very Positive mention(s)
12 Positive mention(s)
23 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Advanced Energy Industries
26 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Semtech has a beta of 2.35, meaning that its stock price is 135% more volatile than the broader market. Comparatively, Advanced Energy Industries has a beta of 1.29, meaning that its stock price is 29% more volatile than the broader market.

99.7% of Advanced Energy Industries shares are owned by institutional investors. 0.4% of Semtech shares are owned by company insiders. Comparatively, 1.3% of Advanced Energy Industries shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Semtech presently has a consensus target price of $204.71, indicating a potential upside of 56.06%. Advanced Energy Industries has a consensus target price of $409.50, indicating a potential upside of 50.10%. Given Semtech's higher probable upside, research analysts plainly believe Semtech is more favorable than Advanced Energy Industries.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Semtech
1 Sell rating(s)
3 Hold rating(s)
15 Buy rating(s)
0 Strong Buy rating(s)
2.74
Advanced Energy Industries
0 Sell rating(s)
2 Hold rating(s)
11 Buy rating(s)
1 Strong Buy rating(s)
2.93

Semtech has a net margin of 13.11% compared to Advanced Energy Industries' net margin of 10.77%. Semtech's return on equity of 21.74% beat Advanced Energy Industries' return on equity.

Company Net Margins Return on Equity Return on Assets
Semtech13.11% 21.74% 8.98%
Advanced Energy Industries 10.77%20.75%10.39%

Advanced Energy Industries has higher revenue and earnings than Semtech. Advanced Energy Industries is trading at a lower price-to-earnings ratio than Semtech, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Semtech$1.05B11.66-$40.38M$1.5186.87
Advanced Energy Industries$1.80B6.07$148.40M$5.3650.90

Summary

Advanced Energy Industries beats Semtech on 9 of the 17 factors compared between the two stocks.

How does Semtech compare to MKS?

MKS (NASDAQ:MKSI) and Semtech (NASDAQ:SMTC) are both large-cap technology companies, but which is the superior investment? We will compare the two companies based on the strength of their valuation, risk, dividends, earnings, media sentiment, analyst recommendations, institutional ownership and profitability.

Semtech has a net margin of 13.11% compared to MKS's net margin of 10.15%. MKS's return on equity of 24.72% beat Semtech's return on equity.

Company Net Margins Return on Equity Return on Assets
MKS10.15% 24.72% 7.80%
Semtech 13.11%21.74%8.98%

MKS currently has a consensus target price of $382.86, suggesting a potential upside of 49.69%. Semtech has a consensus target price of $204.71, suggesting a potential upside of 56.06%. Given Semtech's higher possible upside, analysts plainly believe Semtech is more favorable than MKS.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MKS
1 Sell rating(s)
2 Hold rating(s)
12 Buy rating(s)
1 Strong Buy rating(s)
2.81
Semtech
1 Sell rating(s)
3 Hold rating(s)
15 Buy rating(s)
0 Strong Buy rating(s)
2.74

MKS has higher revenue and earnings than Semtech. MKS is trading at a lower price-to-earnings ratio than Semtech, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
MKS$3.93B4.40$295M$6.2740.79
Semtech$1.05B11.66-$40.38M$1.5186.87

In the previous week, Semtech had 42 more articles in the media than MKS. MarketBeat recorded 80 mentions for Semtech and 38 mentions for MKS. MKS's average media sentiment score of 1.24 beat Semtech's score of 0.85 indicating that MKS is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
MKS
20 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Semtech
37 Very Positive mention(s)
12 Positive mention(s)
23 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

99.8% of MKS shares are held by institutional investors. 0.6% of MKS shares are held by insiders. Comparatively, 0.4% of Semtech shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

MKS has a beta of 1.98, suggesting that its stock price is 98% more volatile than the broader market. Comparatively, Semtech has a beta of 2.35, suggesting that its stock price is 135% more volatile than the broader market.

Summary

MKS beats Semtech on 9 of the 17 factors compared between the two stocks.

How does Semtech compare to Monolithic Power Systems?

Monolithic Power Systems (NASDAQ:MPWR) and Semtech (NASDAQ:SMTC) are both large-cap technology companies, but which is the superior stock? We will compare the two businesses based on the strength of their dividends, risk, media sentiment, valuation, earnings, analyst recommendations, institutional ownership and profitability.

Monolithic Power Systems presently has a consensus price target of $1,731.42, suggesting a potential upside of 37.82%. Semtech has a consensus price target of $204.71, suggesting a potential upside of 56.06%. Given Semtech's higher probable upside, analysts clearly believe Semtech is more favorable than Monolithic Power Systems.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Monolithic Power Systems
0 Sell rating(s)
2 Hold rating(s)
12 Buy rating(s)
1 Strong Buy rating(s)
2.93
Semtech
1 Sell rating(s)
3 Hold rating(s)
15 Buy rating(s)
0 Strong Buy rating(s)
2.74

Monolithic Power Systems has a net margin of 24.41% compared to Semtech's net margin of 13.11%. Monolithic Power Systems' return on equity of 22.31% beat Semtech's return on equity.

Company Net Margins Return on Equity Return on Assets
Monolithic Power Systems24.41% 22.31% 18.67%
Semtech 13.11%21.74%8.98%

Monolithic Power Systems has higher revenue and earnings than Semtech. Monolithic Power Systems is trading at a lower price-to-earnings ratio than Semtech, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Monolithic Power Systems$3.27B18.86$621.48M$16.3177.02
Semtech$1.05B11.66-$40.38M$1.5186.87

Monolithic Power Systems has a beta of 1.69, meaning that its share price is 69% more volatile than the broader market. Comparatively, Semtech has a beta of 2.35, meaning that its share price is 135% more volatile than the broader market.

In the previous week, Semtech had 38 more articles in the media than Monolithic Power Systems. MarketBeat recorded 80 mentions for Semtech and 42 mentions for Monolithic Power Systems. Monolithic Power Systems' average media sentiment score of 1.61 beat Semtech's score of 0.85 indicating that Monolithic Power Systems is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Monolithic Power Systems
38 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Semtech
37 Very Positive mention(s)
12 Positive mention(s)
23 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

93.5% of Monolithic Power Systems shares are held by institutional investors. 3.6% of Monolithic Power Systems shares are held by company insiders. Comparatively, 0.4% of Semtech shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Summary

Monolithic Power Systems beats Semtech on 12 of the 17 factors compared between the two stocks.

How does Semtech compare to MACOM Technology Solutions?

MACOM Technology Solutions (NASDAQ:MTSI) and Semtech (NASDAQ:SMTC) are both large-cap technology companies, but which is the better business? We will contrast the two businesses based on the strength of their valuation, dividends, earnings, media sentiment, analyst recommendations, profitability, institutional ownership and risk.

MACOM Technology Solutions currently has a consensus target price of $341.25, suggesting a potential upside of 28.64%. Semtech has a consensus target price of $204.71, suggesting a potential upside of 56.06%. Given Semtech's higher possible upside, analysts plainly believe Semtech is more favorable than MACOM Technology Solutions.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MACOM Technology Solutions
0 Sell rating(s)
4 Hold rating(s)
9 Buy rating(s)
2 Strong Buy rating(s)
2.87
Semtech
1 Sell rating(s)
3 Hold rating(s)
15 Buy rating(s)
0 Strong Buy rating(s)
2.74

MACOM Technology Solutions has a beta of 1.7, meaning that its share price is 70% more volatile than the broader market. Comparatively, Semtech has a beta of 2.35, meaning that its share price is 135% more volatile than the broader market.

76.1% of MACOM Technology Solutions shares are held by institutional investors. 0.4% of MACOM Technology Solutions shares are held by company insiders. Comparatively, 0.4% of Semtech shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

MACOM Technology Solutions has a net margin of 20.70% compared to Semtech's net margin of 13.11%. Semtech's return on equity of 21.74% beat MACOM Technology Solutions' return on equity.

Company Net Margins Return on Equity Return on Assets
MACOM Technology Solutions20.70% 17.82% 12.01%
Semtech 13.11%21.74%8.98%

Semtech has higher revenue and earnings than MACOM Technology Solutions. MACOM Technology Solutions is trading at a lower price-to-earnings ratio than Semtech, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
MACOM Technology Solutions$967.26M20.94-$54.21M$3.1185.30
Semtech$1.05B11.66-$40.38M$1.5186.87

In the previous week, Semtech had 60 more articles in the media than MACOM Technology Solutions. MarketBeat recorded 80 mentions for Semtech and 20 mentions for MACOM Technology Solutions. MACOM Technology Solutions' average media sentiment score of 1.67 beat Semtech's score of 0.85 indicating that MACOM Technology Solutions is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
MACOM Technology Solutions
18 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Semtech
37 Very Positive mention(s)
12 Positive mention(s)
23 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Semtech beats MACOM Technology Solutions on 9 of the 17 factors compared between the two stocks.

How does Semtech compare to Arista Networks?

Arista Networks (NYSE:ANET) and Semtech (NASDAQ:SMTC) are both large-cap technology companies, but which is the better stock? We will contrast the two companies based on the strength of their media sentiment, dividends, earnings, analyst recommendations, profitability, institutional ownership, valuation and risk.

Arista Networks has a beta of 1.6, meaning that its stock price is 60% more volatile than the broader market. Comparatively, Semtech has a beta of 2.35, meaning that its stock price is 135% more volatile than the broader market.

Arista Networks has a net margin of 38.37% compared to Semtech's net margin of 13.11%. Arista Networks' return on equity of 30.65% beat Semtech's return on equity.

Company Net Margins Return on Equity Return on Assets
Arista Networks38.37% 30.65% 19.44%
Semtech 13.11%21.74%8.98%

Arista Networks presently has a consensus price target of $226.05, suggesting a potential upside of 15.57%. Semtech has a consensus price target of $204.71, suggesting a potential upside of 56.06%. Given Semtech's higher possible upside, analysts clearly believe Semtech is more favorable than Arista Networks.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Arista Networks
0 Sell rating(s)
1 Hold rating(s)
22 Buy rating(s)
2 Strong Buy rating(s)
3.04
Semtech
1 Sell rating(s)
3 Hold rating(s)
15 Buy rating(s)
0 Strong Buy rating(s)
2.74

In the previous week, Semtech had 26 more articles in the media than Arista Networks. MarketBeat recorded 80 mentions for Semtech and 54 mentions for Arista Networks. Arista Networks' average media sentiment score of 1.15 beat Semtech's score of 0.85 indicating that Arista Networks is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Arista Networks
44 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Semtech
37 Very Positive mention(s)
12 Positive mention(s)
23 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Arista Networks has higher revenue and earnings than Semtech. Arista Networks is trading at a lower price-to-earnings ratio than Semtech, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Arista Networks$9.01B27.39$3.51B$3.1761.70
Semtech$1.05B11.66-$40.38M$1.5186.87

82.5% of Arista Networks shares are held by institutional investors. 2.7% of Arista Networks shares are held by insiders. Comparatively, 0.4% of Semtech shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Summary

Arista Networks beats Semtech on 13 of the 17 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding SMTC and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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SMTC vs. The Competition

MetricSemtechSemiconductors & Semiconductor Equipment IndustryTechnology SectorNASDAQ Exchange
Market Cap$12.24B$106.95B$29.76B$12.90B
Dividend YieldN/A1.62%2.74%11.28%
P/E Ratio86.8774.0275.8225.45
Price / Sales11.6694.47591.1173.08
Price / Cash79.2361.5849.2953.00
Price / Book16.369.559.316.14
Net Income-$40.38M$1.86B$678.22M$348.86M
7 Day Performance5.71%-3.14%-0.07%-0.80%
1 Month Performance14.45%2.10%4.19%4.13%
1 Year Performance125.80%95.24%187.24%15.17%

Semtech Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SMTC
Semtech
4.1974 of 5 stars
$131.17
-7.9%
$204.71
+56.1%
+125.8%$12.24B$1.05B86.871,920
AEIS
Advanced Energy Industries
4.9516 of 5 stars
$274.67
-3.9%
$409.50
+49.1%
+82.3%$11.45B$1.80B51.2413,000
MKSI
MKS
4.9856 of 5 stars
$269.06
-3.6%
$385.00
+43.1%
+147.5%$18.87B$4.35B42.9110,300
MPWR
Monolithic Power Systems
4.9235 of 5 stars
$1,285.03
-2.4%
$1,731.42
+34.7%
+50.3%$64.69B$2.79B78.794,501
MTSI
MACOM Technology Solutions
4.6735 of 5 stars
$257.43
-3.4%
$341.25
+32.6%
+107.0%$20.36B$967.26M82.782,000

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This page (NASDAQ:SMTC) was last updated on 8/30/2026 by MarketBeat.com Staff.
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